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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 580 mi | +US$ 17,1 mi | +3% | 2,24% | 80,1% | 988 | 12,04% | 0,9 |
|
| 1977 |
1977
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$ 580 mi | -US$ 257 mi | -31% | 13,3% | 168% | 94 | 35,11% | 1,8 |
|
| 1978 |
1978
TRUE Private Wealth Advisors
Salem,
Oregon
| US$ 579 mi | -US$ 7,97 mi | -1% | 1,19% | 89,2% | 825 | 74,79% | 2,2 |
|
| 1979 |
PAM
1979
Private Asset Management
San Diego,
California
| US$ 578 mi | -US$ 9,28 mi | -2% | 1,67% | 38,2% | 142 | 7,75% | 4,1 |
|
| 1980 |
VDBMI
1980
Van Den Berg Management I
Austin,
Texas
| US$ 578 mi | -US$ 92,9 mi | -14% | 7,49% | 187% | 69 | 26,09% | 3,2 |
|
| 1981 |
OCM
1981
Opti Capital Management
New York
| US$ 578 mi | -US$ 86,1 mi | -13% | 0% | 0,01% | 29 | 0% | 0,3 |
|
| 1982 |
1982
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$ 578 mi | +US$ 2,82 mi | +0,5% | 1,52% | 80,4% | 38 | 2,63% | 2,7 |
|
| 1983 |
1983
Bardin Hill Management Partners
New York
| US$ 577 mi | -US$ 147 mi | -20% | 2,71% | 214% | 46 | 58,7% | 0,4 |
|
| 1984 |
SRFM
1984
Shannon River Fund Management
New York
| US$ 576 mi | -US$ 53,6 mi | -9% | 4,24% | 554% | 35 | 42,86% | 1,1 |
|
| 1985 |
1985
Private Capital Management (Florida)
Naples,
Florida
| US$ 575 mi | -US$ 98,7 mi | -15% | 4,3% | 118% | 57 | 36,84% | 2,9 |
|
| 1986 |
OIM
1986
Opus Investment Management
Worcester,
Massachusetts
| US$ 575 mi | +US$ 44 mi | +8% | 2,94% | 52,8% | 107 | 15,89% | 3,4 |
|
| 1987 |
1987
Woodstock Corp
Boston,
Massachusetts
| US$ 574 mi | +US$ 1,18 mi | +0,2% | 2,52% | 115% | 166 | 5,42% | 4,8 |
|
| 1988 |
1988
Resource Management
Metairie,
Louisiana
| US$ 573 mi | -US$ 3,76 mi | -0,7% | 0,04% | 82,7% | 150 | 10% | 1,4 |
|
| 1989 |
1989
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 573 mi | -US$ 77,6 mi | -12% | 0,98% | 32,2% | 450 | 24,89% | 1,4 |
|
| 1990 |
1990
Brouwer & Janachowski
Mill Valley,
California
| US$ 573 mi | -US$ 7,51 mi | -1% | 0,93% | 41,8% | 49 | 4,08% | 3,7 |
|
| 1991 |
1991
Callahan Advisors
Houston,
Texas
| US$ 573 mi | +US$ 15,3 mi | +3% | 2,38% | 87,7% | 139 | 5,04% | 4 |
|
| 1992 |
1992
Stewart & Patten Company
Lafayette,
California
| US$ 572 mi | +US$ 15,5 mi | +3% | 2,98% | 27,5% | 102 | 8,82% | 4,5 |
|
| 1993 |
1993
Cevian Capital II
St. Helier,
Jersey
| US$ 572 mi | +US$ 29,3 mi | +5% | 6,55% | 105% | 2 | 0% | 1,3 |
|
| 1994 |
1994
Fiduciary Group
Savannah,
Georgia
| US$ 572 mi | +US$ 14,9 mi | +3% | 1,75% | 67,1% | 198 | 7,58% | 3,4 |
|
| 1995 |
1995
NBT Bank
Norwich,
New York
| US$ 571 mi | +US$ 12,3 mi | +2% | 1,38% | 77% | 199 | 11,06% | 4,8 |
|
| 1996 |
1996
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$ 571 mi | +US$ 74,2 mi | +15% | 2,16% | 115% | 446 | 6,95% | 4,5 |
|
| 1997 |
1997
Avior Wealth Management
Omaha,
Nebraska
| US$ 571 mi | +US$ 13,2 mi | +2% | 1,13% | 71,4% | 926 | 15,87% | 2,2 |
|
| 1998 |
1998
Howe & Rusling
Rochester,
New York
| US$ 571 mi | -US$ 8,19 mi | -1% | 0,76% | 82% | 895 | 14,86% | 3 |
|
| 1999 |
1999
Biglari Capital Corp
San Antonio,
Texas
| US$ 570 mi | -US$ 177 mi | -24% | 1,07% | 72,7% | 12 | 8,33% | 2,8 |
|
| 2000 |
DTL
2000
Dynamic Technology Lab
Singapore
| US$ 569 mi | -US$ 24,7 mi | -4% | 2,28% | 30,8% | 1.458 | 74,97% | 0,2 |
|